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Randstad Client Service Specialist in Boston, Massachusetts

Client Service Specialist

job details:

  • location:Boston, MA

  • salary:$25 - $30 per hour

  • date posted:Friday, September 11, 2020

  • experience:2 Years

  • job type:Contract

  • industry:Professional, Scientific, and Technical Services

  • reference:492996

  • questions:617-737-4000.

job description

Client Service Specialist

job summary:

A large bank located in Downtown Boston is looking to bring on a Client Service Specialist to join their Relationship Management team. This team provides exceptional client service to internal and external partners and is responsible for documenting, processing and underwriting both residential and commercial loans. The primary function of the Client Service Specialist is to provide a wide range of sales, service, administrative and relationship management support to assigned Relationship Managers. Acting as the liaison between clients, Relationship Managers and the Operations team, this position requires strong relationship management.

Responsibilities:

  • Communicates with Relationship Managers on pipeline reports to ensure timely preparation of the loan process.

  • Assists with collection of application items, including ordering credit, entering the application, requesting financials and/or other documents required for loan approval, customer follow up, and application tracking.

  • Directs customers through the loan process, often working with complex loans.

  • Monitors loans and ensures that information including, financials, guarantor information, tax returns, etc. are obtained. Partners with Relationship Manager to discuss past due items. Contacts clients to request missing items.

  • Leads a variety of customer services activities including responding to requests, researching discrepancies, and resolving issues.

  • Maintains knowledge of banking/Lending products and services, as well as knowledge of the industries or market areas served.

  • Acts as a main point of contact on daily operational questions for processing team.

Qualifications:

  • Minimum of 3-5 years of experience with hands on knowledge of loan products and guidelines.

  • Thorough knowledge of and experience in lending techniques and practices, loan documentation, compliance with federal and state regulations pertaining to the banking industry and lending products and services.

  • Ability to effectively communicate with prospective customers and existing customers and banking associates.

  • Ability to maintain a high degree of confidentiality.

  • Excellent customer service and a positive attitude.

  • Ability to work under minimal supervision, dependable and self-motivated.

  • Ability to prioritize multiple tasks in a deadline-driven environment; strong sense of urgency and responsiveness.

For immediate consideration, apply here and send a copy of your resume to katie.tamoney@randstadusa.com.

location: Boston, Massachusetts

job type: Contract

salary: $25 - 30 per hour

work hours: 9 to 5

education: No Degree Required

experience: 2 Years

responsibilities:

  • Communicates with Relationship Managers on pipeline reports to ensure timely preparation of the loan process.

  • Assists with collection of application items, including ordering credit, entering the application, requesting financials and/or other documents required for loan approval, customer follow up, and application tracking.

  • Directs customers through the loan process, often working with complex loans.

  • Monitors loans and ensures that information including, financials, guarantor information, tax returns, etc. are obtained. Partners with Relationship Manager to discuss past due items. Contacts clients to request missing items.

  • Leads a variety of customer services activities including responding to requests, researching discrepancies, and resolving issues.

  • Maintains knowledge of banking/Lending products and services, as well as knowledge of the industries or market areas served.

  • Acts as a main point of contact on daily operational questions for processing team.

qualifications:

  • Minimum of 3-5 years of experience with hands on knowledge of loan products and guidelines.

  • Thorough knowledge of and experience in lending techniques and practices, loan documentation, compliance with federal and state regulations pertaining to the banking industry and lending products and services.

  • Ability to effectively communicate with prospective customers and existing customers and banking associates.

  • Ability to maintain a high degree of confidentiality.

  • Excellent customer service and a positive attitude.

  • Ability to work under minimal supervision, dependable and self-motivated.

  • Ability to prioritize multiple tasks in a deadline-driven environment; strong sense of urgency and responsiveness.

For immediate consideration, apply here and send a copy of your resume to katie.tamoney@randstadusa.com.

skills: Customer Service, Client Service, Loan Processing, Loan Administration, Bank Relations, Loan Review, Banking Relations, Banking Operations

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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